Banks, insurance & the financial sector.

PactusAI reads the full file, whether it is a claim, a loan file or contract documentation, including handwritten material. It lets your team ask questions about it in plain language and pull structured data straight into the systems you already use. It runs on your own infrastructure and on models that are ours, so sensitive client data never leaves your perimeter. No pilot, full software deployed at your firm.

AI-powered document workspace. Sensitive client data never leaves your perimeter.

See how PactusAI works a file.

From the first claim form to the final report, your team has the whole case at hand.

File data extraction

Work a claim or loan file in minutes.

Point PactusAI at the file and it pulls coverage limits, exclusions and key deadlines across a dozen documents into one clean table. Every value links back to the clause it came from, so an adjuster reviews findings instead of reading the whole folder.

Claim file
DocumentCoverage limitDeductibleNotice period
Insurance PolicyCZK 5,000,000CZK 10,00015 days
Endorsement No. 1CZK 5,000,000CZK 25,00015 days
Policy ConditionsNot statedNot stated30 days
Insurance Policy

Insurance Policy

4.1 Coverage. The Insurer provides cover up to CZK 5,000,000 per insured event.

9.2 Notice period. A claim must be reported within 15 days of the event.

Internal policy checks

Flag what breaks your policy, before it is signed.

Check every inbound contract against your own underwriting rules and hand the reviewer a marked-up draft, not a blank read-through. What is in policy passes. What diverges is flagged and linked to the exact clause.

Loan_Agreement_v3.docx

Loan Agreement

3. Security. The loan is secured by a charge over the property.

6. Maturity. The loan falls due within 90 days of drawdown.

11. Governing law. This Agreement is governed by Czech law.

Policy review
Security matches the internal standardcl. 3
Maturity exceeds the internal limitcl. 6
Early-repayment clause missingnot stated
Case timeline

See the whole file's story on one timeline.

Every document in the file lays out on a single timeline, so you get oriented in the case history in moments. Key dates and changes are highlighted so nothing slips past you.

File timeline
3 JanLoss notificationReceived from the client
18 JanSupporting evidencePhotos and invoices
2 FebExpert appraisalExtent of loss confirmed
20 FebPayout decisionPayment due

Let's walk through it on your own file.

Tell us a little about your caseload and we will run it on a real example, securely inside your perimeter.